Senior Financial Operations Associate

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Salesberry Group, LLC

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2017

🤝 B2B

💸 Finance

💼 Consulting

B2B • Finance • Consulting

Salesberry Group, LLC is your operations partner for a progressive future, helping organizations align their operations with their mission and goals. The company specializes in creating tailored operational frameworks that enhance productivity, decision-making, and growth. With a team experienced in finance and general operations, Salesberry Group provides solutions that include financial management, people strategies, and general consultative services to empower organizations of all sizes. Their approach ensures that clients have the relevant and reliable information needed for effective operations, fostering a resilient foundation for long-term success.

📋 Description

• Serve as the subject matter expert on financial operations for clients • Manage Associates and lead accounting and financial operations for a range of clients • Communicate with clients and ensure accurate, timely financial data and platform management • Supervise Associates and oversee client bookkeeping, including bill payments, journal entries, account reconciliations, expense documentation, and payroll processing • Collaborate with client managers to develop and maintain working budgets • Provide guidance on cash-flow forecasting • Gather information and compile monthly and ad hoc reports and financial statements • Collect, analyze, and interpret financial data and trends to provide insights • Lead audit and tax filing preparation and execution • Ensure compliance with regulatory requirements and financial transparency • Establish shared expectations, provide context, and support client relationships through transparent communication • Set expectations, delegate tasks, and mentor Associates • Uphold organizational values and foster a values-driven workplace • Undertake and lead special projects • Perform other duties as assigned

🎯 Requirements

• 7–10 years of accounting experience and managing full-cycle accounting processes • Bachelor’s degree in Accounting • Strong understanding of GAAP • Strong experience with QuickBooks Online • Supervisory experience and ability to lead with empathy • Experience successfully working in and project managing for a remote team environment • Demonstrated ability to provide quality customer/client engagement • Demonstrated ability to project manage several simultaneous clients with fluctuating work-capacity demands • Cross-functional fluency and ability to account for stakeholder needs • Ability to support, manage, and supervise 1–3 associate-level team members • Strong attention to detail and ability to orient to the bigger picture • Comfort working in an evolving team and willingness to embrace change and take initiative • Desire to support progressive organizations and their missions • Candidates must be authorized to work in the US without need of visa sponsorship now or in the future • Preferred: Master’s degree in accounting • Preferred: Non-profit accounting experience, including 501(c)(3), 501(c)(4), and political entities • Preferred: QuickBooks Online ProAdvisor Certification • Preferred: Extensive experience with Microsoft Excel • Preferred: Working proficiency with Google Suite/Workspace, Asana, Keeper/Double, and Slack

🏖️ Benefits

• Monthly home office stipend • 3 weeks of accrued PTO • 13 paid holidays • Unlimited sick leave • 12 weeks of parental leave • Bereavement leave • Voting leave • Blood donation leave • Holiday extensions for summer holidays, as client needs allow • Medical benefits for employees only • Dental benefits for employees only • Vision benefits for employees only • 401K plan with pre-tax employee contributions • Healthy work/life balance